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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,873 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,267 | $63,905+89.8% | $74,183+63.5% | $57,658+110.3% |
| Participation rate | 96.0% | 79.8%+16.3pp | 76.6%+19.4pp | 70.2%+25.8pp |
| Annual return | 8.85% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,076 | $1,840+12.8% | $2,370-12.4% | $1,974+5.2% |
| Participant deferral / active EE | $6,858 | $3,448+98.9% | $3,550+93.2% | $3,061+124.1% |
| Admin fee / account holder | $55 | $91-39.2% | $5,586-99.0% | $95-41.5% |